180 Wealth Advisors, LLC

SEC CIK: 0001730817
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by 180 Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 44,698
Value: $4.12M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of SCHW by 180 Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,698	$4.12M	0.4%	+825+1.9%	Added	Holders
Q1 2026	43,873	$4.12M	0.5%	+310+0.7%	Added	Holders
Q4 2025	43,563	$4.35M	0.5%	+83+0.2%	Added	Holders
Q3 2025	43,480	$4.15M	0.5%	−248−0.6%	Reduced	Holders
Q2 2025	43,728	$3.99M	0.6%	+858+2.0%	Added	Holders
Q1 2025	42,870	$3.36M	0.5%	+780+1.9%	Added	Holders
Q4 2024	42,090	$3.12M	0.5%	+1,314+3.2%	Added	Holders
Q3 2024	40,776	$2.64M	0.4%	+1,631+4.2%	Added	Holders
Q2 2024	39,145	$2.98M	0.5%	+3,452+9.7%	Added	Holders
Q1 2024	35,693	$2.58M	0.5%	+3,453+10.7%	Added	Holders
Q4 2023	32,240	$2.23M	0.4%	+26+0.1%	Added	Holders
Q3 2023	32,214	$1.77M	0.4%	+1,843+6.1%	Added	Holders
Q2 2023	30,371	$1.75M	0.4%	+1,333+4.6%	Added	Holders
Q1 2023	29,038	$1.52M	0.4%	+70.0%	Added	Holders
Q4 2022	29,031	$2.27M	0.5%	−689−2.3%	Reduced	Holders
Q3 2022	29,720	$2.14M	0.6%	+177+0.6%	Added	Holders
Q2 2022	29,543	$1.89M	0.5%	−152−0.5%	Reduced	Holders
Q1 2022	29,695	$2.28M	0.5%	−41−0.1%	Reduced	Holders
Q4 2021	29,736	$2.65M	0.6%	−285−0.9%	Reduced	Holders
Q3 2021	30,021	$2.43M	0.5%	−132−0.4%	Reduced	Holders
Q2 2021	30,153	$2.25M	0.5%	−27−0.1%	Reduced	Holders
Q1 2021	30,180	$2.18M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.